Your Financial Planning Implementation Meeting Is Booked

During this meeting, Josh will take you through the agreed implementation paperwork and complete the required documents with you.

We will typically cover:

• the documents you are being asked to sign
• the purpose of each form
• any outstanding personal or financial information
• identity and verification requirements
• bank, pension or provider details where required
• the next steps once the paperwork has been submitted

There will also be time to answer any final procedural questions.

Please join this meeting from a laptop.

You will need to open, review and complete DocuSign documents during the call. A mobile phone or tablet will not be suitable for completing the meeting properly.